Estate View

Solutions for your Estate Plan

An estate plan prepares in advance for the distribution of your wealth at the time of death in the most tax advantageous way. Here are a few strategies to accomplish this. Estate planning is generally done years ahead, to avoid taxation pitfalls that can erode wealth transfer to heirs.

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Estate View

Estate Wealth: Executor Strategy

Every adult needs an up-to-date will. Without a will, provincial laws outline how an estate is to be settled, which may not reflect your wishes. Outdated wills may not allow for changes in: • family circumstances such as a new …

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Business

Managing business risk is a survival strategy

Start-up firms and smaller companies are especially vulnerable to risk because they often lack considerable company sophistication and in-house risk-control expertise. Some risks are potentially devastating and therefore must be insured against; others are less menacing. We can broker for …

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Mortgages

Reviewing your mortgage is important

We have been blessed with low-interest rates affecting lower mortgage rates. Have you thought about what happens to mortgage rates and how a household’s expenses go up when these rates rise?

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